How I explain Calibration Master Data in SAP PM + QM

In interviews, I often get this question:

👉 “If you are implementing calibration in SAP, what master data do you need?”

Most consultants get stuck here.
Because calibration is not just PM.
It’s a mix of PM + QM integration.

Here’s the step-by-step list you must know (and explain like in real-time):

⸻

🔑 Master Data for Calibration

1. Equipment (IE01)
 • All measuring instruments must be created as Equipment.
 • Use Equipment Category Q for Quality Instruments.

2. Catalog (QS41)
 • Define parameter attributes as Catalog.
 • Catalog type: 1 – Characteristic Attributes.
 • Create Code Groups → Release them → Add Codes.

3. Selected Set (QS51)
 • Link Catalogs into Selected Sets.
 • Status must be Released.
 • If valuation = “Rejected,” assign a defect class.

4. Master Inspection Characteristics (MICs) (QS21)
 • Two types:
 • Quantitative → Define limits & sampling procedure.
 • Qualitative → No numeric value, just recording.
 • Control indicators must be set properly.

5. Sampling Procedure (QDV1)
 • Define how many samples to check.
 • Links MICs to actual execution.

6. Task List (IA05/IA06)
 • Brings everything together: Equipment, MICs, Sampling Procedure.
 • Define Inspection Points:
 • 300 → Equipment
 • 310 → Functional Location
 • Add Operations:
 • PM Ops → PM Control Key
 • QC Ops → Quality Control Key
 • Assign MICs to QC operations.

7. Maintenance Plan (IP41/IP42)
 • Attach Task List to a plan.
 • Can be Single Cycle or Strategy Based.

⸻

💡 Real-time tip (from project experience):

During a pharma project, our auditors asked,
“Show me how you ensure instruments are calibrated before batch release.”
We had to demonstrate how MICs, sampling procedure, and inspection results were linked to each equipment’s calibration plan.
That’s when these master data objects proved their worth.

⸻

🔥 Interview Gold:
If you can connect PM + QM master data like this, you’ll stand out.
Because most candidates just say
“We create equipment and maintenance plan”.

But calibration is far richer.

🌿🌿🌿🌿
Practical —
Once the Usage decision is rejected 🙅—
Check the EQUIPMENT STATUS - it will be changed And also create a follow up notification.

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